Yearly Archives: 2016

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Four Key Recordkeeping Principles For San Antonio Families To Protect You In The Case Of An Audit

Well, our "extension season" is behind us (as of Monday the 17th), and we here at Team Tolbert can finally turn our full attention to what's coming down the pike in 2017. With the election brewing around us, Congress isn't doing *anything* right now about tax legislation ... so, as usual, there will be some [...]

2022-02-11T12:43:31-06:00October 20th, 2016|Blog|Comments Off on Four Key Recordkeeping Principles For San Antonio Families To Protect You In The Case Of An Audit

How Can Changing Your B2B Approach Grow Your San Antonio Business?

If you work in the B2B (Business to Business) space, I have some thoughts for you here. We're cranking out the work this week (because, as a reminder, October 17th is the deadline to ensure your 2015 extended tax return is filed. It's also the deadline for contributions to self-employed retirement accounts and for a [...]

2021-12-29T08:54:28-06:00October 12th, 2016|Blog|Comments Off on How Can Changing Your B2B Approach Grow Your San Antonio Business?

Sherry Tolbert’s Three Keys To Avoiding Unproductive Meetings

I know that I'm not the only one who deals with this. How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff? If you're like the rest of us: quite [...]

2021-12-29T08:55:10-06:00October 5th, 2016|Blog|Comments Off on Sherry Tolbert’s Three Keys To Avoiding Unproductive Meetings

Dear San Antonio Companies, Are Your Email Newsletters Working?

I get a lot of replies and personal comments about the emails that I send out, both to our business owners and to our family/individual clients. Today (and perhaps a little more in future weeks), if you'll permit me, I'm going to peel back the curtain on some of the thinking behind why we do [...]

2021-12-29T08:55:41-06:00September 28th, 2016|Blog|Comments Off on Dear San Antonio Companies, Are Your Email Newsletters Working?

One Common Reason Many San Antonio Companies Go Out Of Business

Well, as we are indeed rounding into the final quarter of 2016, how are things going in your business? I'd love to know what we could be doing to help you finish the year strong. I hope it's obvious to you, but the reason we exist at all is simply to make your financial life [...]

2021-12-29T08:56:24-06:00September 21st, 2016|Blog|Comments Off on One Common Reason Many San Antonio Companies Go Out Of Business

Why Overnight Success Does Not Happen Overnight For San Antonio Businesses

Labor Day weekend is past ... but no rest for the San Antonio business owner, right? Sure, you may have taken some time off on Monday, but chances are (if you're anything like me, or most of my business owner clients), it can be hard to take a "vacation" from your family's livelihood. We're headed [...]

2022-02-11T12:44:14-06:00September 14th, 2016|Blog|Comments Off on Why Overnight Success Does Not Happen Overnight For San Antonio Businesses

Excellent service

Considering the complexity of my tax situation and my often late submission of documents to the Tolbert Team - they always work tirelessly to get my taxes in on time. Always excellent service and some gentle prompting for me means they always do an amazing job. Thank you Sherry and team . Cheers, Tina Bartlett-Game [...]

2022-02-11T13:07:48-06:00July 22nd, 2016|Rave Reviews|Comments Off on Excellent service

Great service and support

Opened my first small biz in 2010, Sherry and her team has provided great service and support for all of our tax & accounting needs. Gary Stinnett, Cibolo Liquor, San Antonio, Texas

2022-02-11T13:08:37-06:00July 22nd, 2016|Rave Reviews|Comments Off on Great service and support

I highly recommend Sherry Tolbert

I highly recommend Sherry Tolbert and her staff. We have counted on Sherry and her team to prepare our taxes for many years. She has always done an excellent job, with conscientiously prepared returns that maximize our deductions and minimize our overall tax burden. Sherry always responds to our questions in a prompt and friendly [...]

2021-12-29T08:59:02-06:00July 22nd, 2016|Rave Reviews|Comments Off on I highly recommend Sherry Tolbert

They will always find the answers

Sherry Tolbert and her staff have been such a blessing to our company. As new business owners we knew we needed somebody that was willing to help us step by step with our financials. They work as a team and have always treated us with the upmost respect. They are literally a phone call away. [...]

2022-02-11T13:12:19-06:00July 22nd, 2016|Rave Reviews|Comments Off on They will always find the answers
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